Manage business operations with a dashboard displaying key data. Schedule jobs, estimates, and clients. Send invoices for payments. Accept payments and collect tips. Add employees or subcontractors. Track leads and manage company workflows.
Collect attendee leads by scanning badges with a Bluetooth scanner or camera. Add notes, set follow-up reminders, send thank-you emails, and generate detailed reports. Manage lead data and track interactions directly from the .
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.